AE Wealth Management’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
26,355
-1,202
| -4% | -$107K | 0.02% | 494 |
|
|
2025
Q1 | $1.79M | Sell |
27,557
-7,558
| -22% | -$491K | 0.02% | 554 |
|
|
2024
Q4 | $3.33M | Sell |
35,115
-201
| -0.6% | -$19K | 0.03% | 423 |
|
|
2024
Q3 | $3.14M | Sell |
35,316
-794
| -2% | -$70.6K | 0.03% | 428 |
|
|
2024
Q2 | $2.62M | Buy |
36,110
+4,025
| +13% | +$292K | 0.03% | 460 |
|
|
2024
Q1 | $1.95M | Sell |
32,085
-96,080
| -75% | -$5.82M | 0.02% | 495 |
|
|
2023
Q4 | $6.06M | Sell |
128,165
-48,518
| -27% | -$2.3M | 0.03% | 537 |
|
|
2023
Q3 | $5.77M | Buy |
176,683
+76,771
| +77% | +$2.51M | 0.03% | 508 |
|
|
2023
Q2 | $5.09M | Sell |
99,912
-2,433
| -2% | -$124K | 0.03% | 529 |
|
|
2023
Q1 | $3.9M | Buy |
102,345
+2,643
| +3% | +$101K | 0.03% | 569 |
|
|
2022
Q4 | $3.5M | Buy |
99,702
+48,570
| +95% | +$1.7M | 0.03% | 567 |
|
|
2022
Q3 | $1.78M | Buy |
51,132
+28,129
| +122% | +$980K | 0.01% | 737 |
|
|
2022
Q2 | $1.17M | Buy |
23,003
+7,977
| +53% | +$406K | 0.01% | 832 |
|
|
2022
Q1 | $1.09M | Buy |
+15,026
| New | +$1.09M | 0.01% | 888 |
|
|
2021
Q2 | – | Sell |
-8,871
| Closed | -$607K | – | 1578 |
|
|
2021
Q1 | $607K | Sell |
8,871
-1,514
| -15% | -$104K | 0.01% | 938 |
|
|
2020
Q4 | $789K | Buy |
+10,385
| New | +$789K | 0.01% | 787 |
|
|
2020
Q3 | – | Sell |
-12,689
| Closed | -$599K | – | 1269 |
|
|
2020
Q2 | $599K | Buy |
+12,689
| New | +$599K | 0.01% | 797 |
|